XCOR vs HDUS

Comparison between FUNDX ETF (XCOR, ETF) and HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF).

XCOR vs HDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCOR(ETF)	HDUS(ETF)
Net Assets	$180M	$180M
Expense Ratio	1.15%	0.19%
Max Drawdown	22.54%	18.49%
Sharpe Ratio	1.46	1.68
5Y Beta	1.06	0.91
P/E Ratio	N/A	23.69
Forward P/E	N/A	19.48
PEG Ratio	N/A	0.22
5Y EPS CAGR	N/A	26.58%
Debt to Equity	N/A	-9.71%
P/S Ratio	N/A	3.39
P/B Ratio	N/A	5.03

Net Assets

Winner

XCOR

$180M

HDUS

$180M

Expense Ratio

XCOR

1.15%

Winner

HDUS

0.19%

Max Drawdown

XCOR

22.54%

Winner

HDUS

18.49%

Sharpe Ratio

XCOR

1.46

Winner

HDUS

1.68

5Y Beta

XCOR

1.06

Winner

HDUS

0.91

P/E Ratio

XCOR

N/A

HDUS

23.69

Forward P/E

XCOR

N/A

HDUS

19.48

PEG Ratio

XCOR

N/A

HDUS

0.22

5Y EPS CAGR

XCOR

N/A

HDUS

26.58%

Debt to Equity

XCOR

N/A

HDUS

-9.71%

P/S Ratio

XCOR

N/A

HDUS

3.39

P/B Ratio

XCOR

N/A

HDUS

5.03

XCOR vs HDUS - Holdings Comparison

XCOR and HDUS have 0 common holdings. Overlap is 0.00%

XCOR's top 25 holdings weight is 100.06%. HDUS's top 25 holdings weight is 50.52%.

Rank	XCOR	HDUS
#1	VANGUARD GROWTH ETF (VUG) - 13.70%	NVIDIA CORP (NVDA) - 7.73%
#2	INVESCO S&P 500® TOP 50 ETF (XLG) - 12.94%	ALPHABET INC CLASS A (GOOGL) - 6.10%
#3	ISHARES MSCI EAFE VALUE ETF (EFV) - 10.85%	APPLE INC (AAPL) - 5.39%
#4	ISHARES MSCI USA VALUE FACTOR ETF (VLUE) - 10.82%	MICROSOFT CORP (MSFT) - 5.16%
#5	INVESCO S&P 500® MOMENTUM ETF (SPMO) - 10.69%	AMAZON.COM INC (AMZN) - 3.69%
#6	INVESCO S&P 500® PURE GROWTH ETF (RPG) - 10.63%	BROADCOM INC (AVGO) - 2.62%
#7	ISHARES INTERNATIONAL SELECT DIV ETF (IDV) - 10.40%	META PLATFORMS INC CLASS A (META) - 2.09%
#8	ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) - 8.98%	TESLA INC (TSLA) - 1.42%
#9	ISHARES GLOBAL 100 ETF (IOO) - 8.93%	EXXON MOBIL CORP (XOM) - 1.31%
#10	VANGUARD MEGA CAP GROWTH ETF (MGK) - 1.55%	JOHNSON & JOHNSON (JNJ) - 1.24%
#11	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.57%	WALMART INC (WMT) - 1.15%
#12	N/A	VERIZON COMMUNICATIONS INC (VZ) - 1.13%
#13	N/A	T. ROWE PRICE GROUP INC (TROW) - 1.05%
#14	N/A	PEPSICO INC (PEP) - 1.04%
#15	N/A	ALTRIA GROUP INC (MO) - 0.97%
#16	N/A	SEI INVESTMENTS CO (SEIC) - 0.93%
#17	N/A	JPMORGAN CHASE & CO (JPM) - 0.91%
#18	N/A	MICRON TECHNOLOGY INC (MU) - 0.86%
#19	N/A	BANK OF NEW YORK MELLON CORP (BNY) - 0.86%
#20	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.85%
#21	N/A	MEDTRONIC PLC (MDT) - 0.82%
#22	N/A	H&R BLOCK INC (HRB) - 0.82%
#23	N/A	CHEVRON CORP (CVX) - 0.82%
#24	N/A	CISCO SYSTEMS INC (CSCO) - 0.79%
#25	N/A	MASTERCARD INC CLASS A (MA) - 0.77%
Total Holdings	11	241

XCOR vs HDUS - Historical Returns

Returns include dividend reinvestment.

Period	XCOR	HDUS
1 month	+2.52%	+1.74%
3 months	+10.35%	+7.60%
6 months	+9.61%	+8.04%
1 year	+25.41%	+24.90%
Max(CAGR)	+20.24%	+19.26%

Winner

XCOR

+2.52%

HDUS

+1.74%

Winner

XCOR

+10.35%

HDUS

+7.60%

Winner

XCOR

+9.61%

HDUS

+8.04%

Winner

XCOR

+25.41%

HDUS

+24.90%

Max(CAGR)

Winner

XCOR

+20.24%

HDUS

+19.26%

XCOR vs HDUS - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	XCOR	HDUS
2026	+9.33%	+8.74%
2025	+12.59%	+17.22%
2024	+31.48%	+24.12%
2023	+14.49%	+21.41%
2022	+7.08%	-2.14%

XCOR vs HDUS Drawdown Comparison

The maximum drawdown for XCOR was -22.54%, occurring on Apr 8, 2025. Recovery took 110 trading sessions.

The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current XCOR drawdown is -4.19%. The current HDUS drawdown is -2.63%.

Rank	XCOR	HDUS
#1	-22.54% Feb 14, 2025 - Jul 25, 2025	-17.94% Feb 19, 2025 - Jun 24, 2025
#2	-13.00% Jul 10, 2024 - Oct 21, 2024	-9.99% Jul 31, 2023 - Dec 1, 2023
#3	-12.16% Feb 2, 2023 - Jul 13, 2023	-7.55% Feb 2, 2023 - Jun 2, 2023
#4	-10.40% Jul 19, 2023 - Nov 16, 2023	-7.49% Jul 16, 2024 - Aug 23, 2024
#5	-9.60% Jan 27, 2026 - Apr 15, 2026	-7.48% Feb 25, 2026 - Apr 14, 2026
#6	-6.97% Mar 22, 2024 - May 15, 2024	-6.80% Dec 1, 2022 - Feb 1, 2023
#7	-6.18% Nov 30, 2022 - Jan 26, 2023	-5.43% Mar 28, 2024 - May 15, 2024
#8	-5.66% Oct 29, 2025 - Dec 24, 2025	-4.73% Dec 6, 2024 - Feb 19, 2025
#9	-5.10% Dec 16, 2024 - Jan 23, 2025	-4.08% Nov 11, 2025 - Nov 28, 2025
#10	-4.19% Jun 2, 2026 - Jun 5, 2026	-4.03% Aug 30, 2024 - Sep 19, 2024
#11	-3.27% Jan 23, 2025 - Feb 14, 2025	-2.79% Oct 6, 2025 - Oct 24, 2025
#12	-2.97% Dec 28, 2023 - Jan 10, 2024	-2.63% Jun 1, 2026 - Jun 5, 2026
#13	-2.79% Oct 29, 2024 - Nov 6, 2024	-2.33% Feb 2, 2026 - Feb 9, 2026
#14	-2.69% Jan 12, 2026 - Jan 27, 2026	-2.22% Dec 11, 2025 - Dec 23, 2025
#15	-2.64% Nov 11, 2024 - Nov 29, 2024	-2.17% Jan 12, 2026 - Jan 27, 2026